Decoding Economics | How will the Second Cold War skew trade and investment?
A set of non-aligned ‘connector’ countries is rapidly gaining importance and serving as a bridge between blocs. Exports from these non-aligned economies are substituting for declining Chinese imports by the US
There is some evidence to suggest that trade and investment flows may be starting to fragment along geopolitical lines
Geopolitical and geoeconomic fragmentation has been much talked about. But to what extent do we have de-globalisation? Is it, as some have said, not so much deglobalisation but slowbalisation? How badly has US-China trade been affected? Do countries that aren’t part of any bloc stand to benefit from the diversification of supply chains away from China? Will the slowdown in global trade and the focus on security rather than efficiency result in lower global growth and higher
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